Salesforce integration
Opportunities, stages and amounts in Swoop panels, answered by the people who were on the deals.
Salesforce is the record, not the reason. Stage fields and lost-reason picklists compress a hard quarter into a dropdown; the rep who lived it can explain it in ninety seconds.
Salesforce metrics Swoop can read
Read-only, and only what you point it at.
- Opportunities created by day
- Closed won and lost
- Amount by day
History arrives on connect. Salesforce hands over past values, so signals can appear on the first sync.
Goals from Salesforce numbers
Swoop proposes each one with your own baseline in it. Nothing is asked of anyone until you accept.
What it asks, and who it asks
Phrased from the change, never from a theory about the cause — a leading question buys agreement instead of information.
The signal
Opportunities stall in one stage longer than usual
It asks
“What's holding deals at this stage right now?”
Routed to: Reps with opportunities sitting there
The signal
Closed-won amount falls short of the pipeline's implication
It asks
“What are you seeing between commit and signature?”
Routed to: Sales leadership and deal desk
The signal
A region's win rate diverges from the rest
It asks
“What's different about selling here at the moment?”
Routed to: The regional team
Usually answered by: Account executives, deal desk and regional sales leaders. Answering is free on every plan — you are never billed for the people who reply.
Connecting it
This one needs an admin. A connected app and a refresh token, which in most orgs means your Salesforce admin. API access is also chargeable on some editions.
- 01Instance URL
The address you see when logged in to Salesforce.
- 02Consumer key
From your Salesforce connected app: Setup → App Manager → View.
- 03Consumer secret
From the same connected app screen.
- 04Refresh token
Issued when the connected app is first authorized. We exchange it for a fresh token on every check, so it doesn't expire on you.
- 05Choose what it may watch
Every source states what it is allowed to look at. Ingesting everything available is how this becomes another dashboard nobody opens.
Credentials are encrypted and used read-only — nothing is ever written back to Salesforce. Answers are synthesized by an open-weights model on Amazon Bedrock, so no foundation-model vendor sees your data; Enterprise runs that model in your own AWS account.
Include Salesforce metrics in Swoop panels
Free to start, and you only pay for panels that answer.
Start free